iQIYI Q4 Earnings Call Highlights

3 weeks ago 17

MarketBeat

Thu, February 26, 2026 astatine 8:04 AM CST 8 min read

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iQIYI (NASDAQ:IQ) executives said the institution ended fiscal 2025 with a instrumentality to gross maturation successful the 4th quarter, citing a stronger contented slate, advancement successful gathering long-running franchises, and continued momentum successful overseas and different emerging businesses.

CEO Yu Gong said iQIYI spent 2025 “strengthening our halfway concern to renew growth” portion advancing emerging initiatives. He noted that full gross successful the 4th fourth returned to maturation some year-over-year and sequentially, and highlighted contented show led by long-form dramas.

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According to management, iQIYI’s long-form dramas ranked No. 1 successful viewership marketplace stock connected Enlightent’s yearly rankings, with 5 titles exceeding 10,000 connected the iQIYI Heat Index. Gong emphasized a strategical displacement from pursuing standalone “hit titles” to gathering “evergreen IP” that tin widen crossed formats, utilizing Strange Tales of Tang Dynasty arsenic a flagship illustration with 4 consecutive blockbuster seasons and enlargement into abbreviated and micro dramas and offline experiences.

Management elaborate Q4 show crossed respective contented categories:

Dramas: Strange Tales of Tang Dynasty 3: To Changan was described arsenic iQIYI’s archetypal rubric with 2 seasons exceeding a 10,000 popularity score, and absorption said it ranked No. 1 among 2025 caller releases successful advertisement gross and No. 2 successful rank revenue. The institution besides pointed to The Punishment 2 arsenic the archetypal rubric of 2026 to surpass 10,000, calling it iQIYI’s 2nd franchise with 2 seasons achieving that milestone.
Movies: Gong said iQIYI maintained a wide lineup. The archetypal movie The Shadow’s Edge extended its theatrical show to online viewing, topping Q4 movie releases by highest iQIYI Heat Index people and becoming the highest-rated home enactment transgression movie of the past decennary connected Douban, according to management. The archetypal online movie The Sixth Robber acceptable a class grounds for popularity score. iQIYI besides said it retained No. 1 viewership marketplace stock for movies broadcast connected its level for 16 consecutive quarters.
Revenue-sharing exemplary for films: Management said an “innovative gross sharing model” aimed astatine improving returns for films with constricted theatrical container bureau gained traction, citing The Return of The Name Herald generating RMB 36 cardinal successful shared revenue, ranking archetypal among titles nether the model.
Variety shows: iQIYI said multi-season franchises and caller formats performed good successful 2025. Management cited Enlightent Data showing 3 multi-season titles successful the apical 10 most-watched multi-season assortment shows and 2 caller releases successful the apical 3 most-watched caller shows. The Rap of China reached its ninth season, portion Hi, Young Farmers Three deed an all-time precocious popularity score.
Micro dramas: iQIYI said it expanded escaped contented to much than 70% of its 20,000-title room and scaled its archetypal micro play portfolio to much than 150 titles. Management said Q4 delivered record-high rank and organisation revenues from micro dramas and highlighted spin-offs tied to Strange Tales of Tang Dynasty, noting much than 70% of debut-week viewers besides watched the related long-form dramas.